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Aris Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Aris Wealth Services’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$10K Hold
400
– – 0.02% 219
2015
Q2 		$12K Hold
400
– – 0.01% 354
2015
Q1 		$13K Buy
+400
New +$13.4K 0.01% 343

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Aris Wealth Services's EPD Position: Q3 2015 in Review

Aris Wealth Services held its Enterprise Products Partners (EPD) position steady in Q3 2015 at 400 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #219.

Aris Wealth Services first reported a position in EPD in Q1 2015 and has held it in 3 quarters since. The position peaked at $13K in Q1 2015. 775 funds tracked by Wall St. Rank hold EPD as of Q3 2015.

  • Aris Wealth Services held 400 shares of Enterprise Products Partners worth $10K as of Q3 2015.
  • Aris Wealth Services left its Enterprise Products Partners share count unchanged in Q3 2015.
  • Enterprise Products Partners made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #219 holding.
  • Aris Wealth Services first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Enterprise Products Partners position peaked at $13K in Q1 2015.
  • 775 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.